See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,192 | $102,317-10.9% | $146,958-37.9% | $80,856+12.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.2%-37.7pp | 67.6%-23.2pp |
| Annual return | 94.40% | 134.76%-40.4pp | 418.34%-323.9pp | 35.59%+58.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,608 | $6,644-15.6% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $50,044 | $7,941+530.2% | $12,998+285.0% | $6,918+623.4% |